The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Help & Training Articles

3 Critical Steps to Facilitating a Successful Move to Lightning

Help & Training

For businesses that have invested heavily in Salesforce, the move from Classic to Lightning can be daunting… and frankly, a bit scary. It’s clear that all of the new features on the Salesforce Platform are being developed for Lightning, and as each new release passes, the need to migrate your organization to Lightning remains ever present. Salesforce has clearly defined Lightning as the path forward. There are several business reasons for making the move to…
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Understanding Salesforce Shield Platform Encryption

Help & Training

By Rob Burkett, Principal, Banking & Credit Union Solutions and Greg Grinberg, Director of Technology Salesforce Platform Encryption offers financial institutions the benefit of an additional level of security without the tradeoffs that come with standard encryption. In our previous post, How to Get the Most Out of Salesforce CRM Platform Standard Security Tools, we reviewed which out-of-the-box Salesforce security features are most beneficial to financial institutions and how to leverage them to their fullest…
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How to Get the Most Out of Salesforce CRM Platform Standard Security Tools

Help & Training

By Rob Burkett, Principal, Banking & Credit Union Solutions and Greg Grinberg, Director of Technology When it comes to CRM platforms, security is a must for industries that handle a high volume of personal data from both customers and business alike. Within the realms of Financial Services, security extends beyond the need for complex passcodes. An entire ecosystem of industry regulation exists that must fit into any CRM platform for it to be financially viable…
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Your Guide To Salesforce Best Practices: Where To Find Them & What To Do With Them

Help & Training

Learning Salesforce best practices is a breeze with Silverline’s guide! Learn what you need to know to develop your Salesforce strategy effectively!

Successful Salesforce Project Management With Limited Resources

Advisory

Tackling your Salesforce projects can seem daunting. These simple steps can help you evaluate your Salesforce talent and get started on your backlog!

Quick Cybersecurity Tricks You Should Do Now

Help & Training

As a technology company that serves some of the most highly regulated industries, Silverline is always working to mature our awareness and security initiatives. So of course, we want to celebrate October as National Cybersecurity Awareness Month by sharing some simple tips and tricks to help up your security game.   Passwords I know you’ve heard it before, but a strong password is the simplest and strongest tool you have to stay safe online. Think…
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Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type

Help & Training

The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for.  If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of.   Before Winter ‘19, there was a single Lead referral record type that came out of the box with Financial Services Cloud.   With Winter ‘19, one of the goals with Financial…
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Object Agnostic Related List Component for Salesforce

Help & Training

At Silverline, my role is a Solution Architect/Senior Business Analyst and I specialize in declarative builds. A couple months back, I received a request to build a custom Visualforce related-lists component for Silverline’s internal org. Though custom related lists for the Salesforce Classic UI have always been a common ask, there was a twist: The list(s) would be placed on a tabbed component – with each tab having its own list. Still, I was pretty…
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A Little Goes A Long Way In Your CRM: Small CRM Updates Massively Impact Your Team’s Productivity & Effectiveness

Help & Training

A fully-functioning, perfect CRM is hard to obtain, and once a team accomplishes this glory, it can be hard to encourage more change or even continuous updates. To begin, finding someone with the wits and experience to overhaul your CRM can be costly, time-consuming, and daunting. Even once you find your CRM guru, it’s challenging to set goals, outline a plan, and develop criteria for your new system to live up to. Establishing a system…
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Top 3 Chrome Extensions for Salesforce

Help & Training

Oh, Chrome extensions – how we love them so. If America runs on Dunkin, then Salesforce Admins run on Chrome extensions. They give you more wings than Red Bull. They’re approved by the Most Interesting Man in the World (no, not really). Unfortunately, they can’t create enough cliches to keep you laughing through my introduction. So, yeah. As a Salesforce professional, I rely heavily on Chrome extensions to make my life a little bit easier. Here are…
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